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What is Prospect CRM?

Introducing a Stock-Aware CRM and eCommerce solution tailored for Wholesalers, Distributors, and Manufacturers, empowering you to enhance your sales efficiency consistently. Become a champion for your prospects. What sets Stock-Aware CRM apart? Those in manufacturing, wholesale, and distribution understand that selling tangible products in a B2B context comes with distinct operational hurdles that standard CRMs often cannot address effectively. Stock-Aware CRM offers a refreshing alternative. Prospect is an innovative Stock-Aware CRM created specifically for businesses that deal with physical products in the B2B marketplace. By integrating customer, inventory, and product data, Prospect simplifies B2B CRM operations. This allows your team to save valuable time, boost sales, and optimize profit margins. By merging essential features of classic CRM systems—such as Marketing Sales Pipelines and Customer Service Management—Prospect acknowledges the complexities of B2B sales, incorporating elements like special pricing, back orders, detailed product information, as well as efficient quoting, ordering, and inventory management. Ultimately, Prospect is designed to help businesses thrive in a competitive landscape.

What is FieldMI?

The use of geo-tagging and time-stamping significantly improves the tracking of orders and sales returns, facilitating accurate oversight. Orders are processed in real-time according to the available inventory of distributors, which promotes efficiency. Advanced algorithms contribute to smarter selling tactics by offering order suggestions and highlighting essential SKUs. This system not only effectively tracks orders and sales returns but also ensures that orders are accepted in real-time based on distributor inventory. Moreover, it utilizes innovative algorithms that refine sales strategies by providing intelligent order suggestions and focusing on crucial products. Additionally, stock auditing is performed at both distributor and retail levels, enhancing transparency and precision in managing inventory. This thorough methodology guarantees that every facet of order fulfillment and inventory oversight is carefully managed and accounted for, thereby optimizing the entire supply chain process.

Media

Media

Integrations Supported

3CX
DEAR Inventory
Exchequer
Gmail
Intercom
Katana Cloud Inventory
Mailchimp
QuickBooks Commerce
Sage 50
Spotler
Stripe
Unleashed
Voyced
Xero

Integrations Supported

3CX
DEAR Inventory
Exchequer
Gmail
Intercom
Katana Cloud Inventory
Mailchimp
QuickBooks Commerce
Sage 50
Spotler
Stripe
Unleashed
Voyced
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

£22.50 per month
Free Trial Offered?
Free Version

Pricing Information

$5 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ProspectSoft

Date Founded

2002

Company Location

United Kingdom

Company Website

www.prospectsoft.com

Company Facts

Organization Name

FieldMI Technologies

Date Founded

2016

Company Location

India

Company Website

fieldmi.com

Categories and Features

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Distribution

Barcoding / RFID
Import / Export Management
Inventory Management
Order Management
Purchasing
Returns Management
Sales Forecasting
Shipping Management
Warehouse Management

Manufacturing

Accounting Integration
ERP
MES
MRP
Maintenance Management
Purchase Order Management
Quality Management
Quotes/Estimates
Reporting/Analytics
Safety Management
Shipping Management

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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